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Efficiently manage the preliminary steps of your real estate transactions with our Pre-Closing Service Package. From order intake and initial file reviews to coordination and document collection, our meticulous approach ensures every detail is addressed.

  • Receive and confirm new contracts and title orders.

  • Open order in processing software. Include all contact information available for buyer, seller, lender, agents, etc.

  • Send introductory emails to all parties.

  • Provide buyer and seller information sheets to parties. Provide buyer and seller authorization forms to parties.

  • Order Title Exam

  • Request additional contact information (as needed) Request F511 forms (as needed)

  • Provide earnest money instructions (as needed)

  • Review contract for typos, errors, missing exhibits, and signatures, binding information – request corrections (as needed)

  • Request lender title order (as needed)

  • Confirm closing date and add file to attorney closing calendar.

  • Confirm contingency deadlines and add to attorney closing calendar.

  • Note any items needed at contract review: Commission Agreement, Home Warranty, Termite Letter, Etc. and send initial request for missing items.

  • Obtain F511 from agents as needed.

  • Obtain attorney signature and provide signed F511 to agents (as needed) Track and confirm receipt of earnest money (as needed)

  • Obtain proof of earnest money (as needed)

  • Track and obtain buyer and seller information sheets. Track and obtain buyer and seller authorization forms.

  • Schedule and coordinate closings.

  • Coordinate Mail Away Signings and POAs

  • Obtain Buyer and Seller photo ID.

  • Complete file audit and note missing items 7-10 days prior to closing.


Request and obtain documents needed from parties for closing including:

  • Commission Agreement

  • Home Warranty Termite Letter Septic Letter

  • Seller Signing Authority (LLC, Trust, Etc.)

  • Trust Documents, Operating Agreements, Divorce Documents, Marriage certificates.

Order and obtain title documents needed for closing including:​

  • HOA Letters

  • Water Balances

  • Loan Payoffs

  • Lien Payoffs


We can customize your service package to fit your needs. Reach out today and let us know how we can help!

Thank you for reaching out, we will be with you shortly!

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